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iShares Short-Term National Muni Bond ETF

830 hedge funds and large institutions have $7.74B invested in iShares Short-Term National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 345 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 44

39% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 249

29% more funds holding in top 10

Funds holding in top 10: 2127 (+6)

9% more funds holding

Funds holding: 761830 (+69)

1.35% more ownership

Funds ownership: 88.18%89.53% (+1.3%)

2% more capital invested

Capital invested by funds: $7.58B → $7.74B (+$151M)

Holders
830
Holders Change
+69
Holders Change %
+9.07%
% of All Funds
10.93%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
125
Increased
345
Reduced
249
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LG
576
LaFleur & Godfrey
Michigan
$447K
PIMG
577
Patriot Investment Management Group
Tennessee
$443K +$121K +1,142 +37%
EWA
578
Elevate Wealth Advisory
Georgia
$442K +$37.3K +353 +9%
CAG
579
Csenge Advisory Group
Florida
$440K +$121K +1,147 +38%
MA
580
Mezzasalma Advisors
New Jersey
$440K +$441K +4,172 New
TW
581
Traveka Wealth
California
$437K +$6.55K +62 +2%
WB
582
WesBanco Bank
West Virginia
$436K +$436K +4,132 New
WFPG
583
Waller Financial Planning Group
Ohio
$434K +$3.17K +30 +0.7%
NAM
584
NorthCrest Asset Manangement
Minnesota
$430K -$8.77K -83 -2%
WTC
585
WhitTier Trust Company
Nevada
$427K +$4.01K +38 +0.9%
CC
586
Capstone Capital
Nevada
$426K -$9.4K -89 -2%
IPA
587
Investment Planning Advisors
Georgia
$426K -$35.7K -338 -8%
SIS
588
Strategic Investment Solutions
Illinois
$425K +$60.9K +577 +17%
HWA
589
HCR Wealth Advisors
California
$422K
WPW
590
Waldron Private Wealth
Pennsylvania
$420K -$125K -1,185 -23%
FHA
591
Flagship Harbor Advisors
Massachusetts
$420K +$127K +1,199 +43%
VWM
592
Venturi Wealth Management
Texas
$415K +$14.7K +139 +4%
CWM
593
Centurion Wealth Management
Virginia
$411K +$2.32K +22 +0.6%
RRCM
594
Rappaport Reiches Capital Management
Illinois
$410K
DAS
595
Diversify Advisory Services
Utah
$409K -$18.9K -179 -4%
SC
596
Savant Capital
Illinois
$407K -$1.17M -11,073 -74%
AWM
597
Axxcess Wealth Management
California
$406K +$26K +246 +7%
RFP
598
Root Financial Partners
California
$404K -$13K -123 -3%
TNA
599
True North Advisors
Texas
$403K +$403K +3,816 New
DWA
600
Delap Wealth Advisory
Oregon
$402K +$7.5K +71 +2%

SUB Hedge Fund Activity: Q4 2024 in Review

830 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Short-Term National Muni Bond ETF (SUB) for Q4 2024, worth a combined $7.74B — up 2% from $7.58B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new SUB positions and 44 closed out — a net gain of 81 holders — while 345 added to existing stakes and 249 trimmed.

The largest buyer was Bank of America, adding an estimated $72.7M. The largest seller was Bank of New York Mellon, cutting an estimated $54.7M.

  • 830 institutional investors held iShares Short-Term National Muni Bond ETF (SUB) as of Q4 2024, up from 761 in Q3 2024.
  • Funds reported $7.74B of iShares Short-Term National Muni Bond ETF stock for Q4 2024, up 2% quarter-over-quarter.
  • 125 funds opened new iShares Short-Term National Muni Bond ETF positions in Q4 2024 and 44 closed out, a net change of +81 holders.
  • The largest iShares Short-Term National Muni Bond ETF buyer in Q4 2024 was Bank of America, an estimated $72.7M added.
  • The largest iShares Short-Term National Muni Bond ETF seller in Q4 2024 was Bank of New York Mellon, an estimated $54.7M sold.

Based on aggregated 13F filings for Q4 2024.